Two Stocks on Our Watchlist and Tracking the Right Metrics

Two Stocks on Our Watchlist and Tracking the ...

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Could U.S. Elections Slow the AI Data Centre Buildout? + Millennial Moron on Housing & Population Growth

In this episode of the Canadian Macro Show, Simon and Dan break down another surge in bond yields and what higher borrowing costs could mean for mortgages, housing, construction and the broader economy. They also discuss the growing political backlash against AI data centres as c ...  Show more

Big Canadian Deals, Micron’s AI Boom & Nike Continues to Struggle

In this episode of The Canadian Investor Podcast, Simon and Dan break down a busy week of Canadian dealmaking, including the kmassive Emera–Canadian Utilities merger, Cenovus buying Athabasca Oil, and another major acquisition involving the Weston family. They also revisit Cobre ...  Show more

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